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Contour Asset Management’s Wayfair W Stock Holding History

Contour Asset Management’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.7M Buy
+328,708
New +$29.7M 0.8% 26
2025
Q2 		– Sell
-455,457
Closed -$14.6M – 35
2025
Q1 		$14.6M Sell
455,457
-379,998
-45% -$15.8M 0.61% 26
2024
Q4 		$37M Buy
835,455
+131,455
+19% +$6.2M 1.07% 24
2024
Q3 		$39.6M Sell
704,000
-763,200
-52% -$36.8M 1.31% 25
2024
Q2 		$77.4M Buy
1,467,200
+447,700
+44% +$26.6M 2.61% 18
2024
Q1 		$69.2M Buy
+1,019,500
New +$57.6M 2.7% 17
2020
Q4 		– Sell
-4,176
Closed -$1.22M – 48
2020
Q3 		$1.22M Buy
+4,176
New +$1.14M 0.05% 39
2019
Q3 		– Sell
-182,289
Closed -$26.6M – 41
2019
Q2 		$26.6M Sell
182,289
-38,156
-17% -$5.74M 1.77% 23
2019
Q1 		$32.7M Sell
220,445
-227,743
-51% -$29.7M 2.34% 18
2018
Q4 		$40.4M Buy
448,188
+34,972
+8% +$3.68M 3.66% 11
2018
Q3 		$61M Buy
413,216
+405,716
+5,410% +$51.6M 2.14% 18
2018
Q2 		$891K Sell
7,500
-80,177
-91% -$6.96M 0.04% 38
2018
Q1 		$5.92M Buy
+87,677
New +$7.36M 0.3% 36
2017
Q4 		– Sell
-678,991
Closed -$45.8M – 35
2017
Q3 		$45.8M Sell
678,991
-19,901
-3% -$1.48M 2.57% 18
2017
Q2 		$53.7M Sell
698,892
-510,277
-42% -$30.3M 3.25% 15
2017
Q1 		$49M Sell
1,209,169
-398,129
-25% -$15.7M 3.23% 16
2016
Q4 		$56.3M Buy
1,607,298
+56,748
+4% +$2.04M 3.99% 9
2016
Q3 		$61M Buy
1,550,550
+614,368
+66% +$24.8M 3.29% 14
2016
Q2 		$36.5M Buy
936,182
+179,105
+24% +$7.14M 2.47% 21
2016
Q1 		$32.7M Sell
757,077
-1,198,048
-61% -$49.6M 2.09% 25
2015
Q4 		$93.1M Buy
1,955,125
+18,872
+1% +$799K 5.48% 3
2015
Q3 		$67.9M Buy
1,936,253
+645,463
+50% +$24.8M 3.92% 9
2015
Q2 		$48.6M Buy
+1,290,790
New +$41.8M 2.38% 20

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Contour Asset Management's W Position: Q1 2026 in Review

Contour Asset Management opened a new position in Wayfair (W) in Q1 2026: 328,708 shares worth $24.7M. The stake represents 0.8% of the portfolio and ranks #26 among its holdings. This is a return to the name: Contour Asset Management previously reported a position in W as recently as Q1 2025.

Contour Asset Management first reported a position in W in Q2 2015 and has held it in 23 quarters since. The position peaked at $93.1M in Q4 2015. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Contour Asset Management held 328,708 shares of Wayfair worth $24.7M as of Q1 2026.
  • Wayfair was a new Contour Asset Management position in Q1 2026.
  • Wayfair made up 0.8% of Contour Asset Management's portfolio in Q1 2026, its #26 holding.
  • Contour Asset Management first reported a position in Wayfair in Q2 2015 and has held it in 23 quarters since.
  • Contour Asset Management's Wayfair position peaked at $93.1M in Q4 2015.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Contour Asset Management's 13F filing for Q1 2026, filed 15 May 2026.